Compass Wealth Management LLC Takes Position in Verizon Communications Inc. $VZ

Compass Wealth Management LLC purchased a new stake in Verizon Communications Inc. (NYSE:VZ) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 63,944 shares of the cell phone carrier’s stock, valued at approximately $2,810,000.

Other large investors have also recently bought and sold shares of the company. Hudock Inc. boosted its position in shares of Verizon Communications by 0.6% during the 2nd quarter. Hudock Inc. now owns 39,842 shares of the cell phone carrier’s stock worth $1,724,000 after acquiring an additional 238 shares in the last quarter. McLean Asset Management Corp raised its position in Verizon Communications by 2.9% during the third quarter. McLean Asset Management Corp now owns 8,571 shares of the cell phone carrier’s stock valued at $355,000 after purchasing an additional 243 shares in the last quarter. Red Spruce Capital LLC lifted its stake in Verizon Communications by 0.3% during the third quarter. Red Spruce Capital LLC now owns 71,541 shares of the cell phone carrier’s stock worth $3,144,000 after purchasing an additional 246 shares during the last quarter. Camden National Bank boosted its holdings in shares of Verizon Communications by 4.6% in the 2nd quarter. Camden National Bank now owns 5,666 shares of the cell phone carrier’s stock valued at $245,000 after purchasing an additional 248 shares in the last quarter. Finally, FRG Family Wealth Advisors LLC boosted its holdings in shares of Verizon Communications by 1.8% in the 2nd quarter. FRG Family Wealth Advisors LLC now owns 14,517 shares of the cell phone carrier’s stock valued at $628,000 after purchasing an additional 250 shares in the last quarter. 62.06% of the stock is currently owned by institutional investors and hedge funds.

Verizon Communications News Roundup

Here are the key news stories impacting Verizon Communications this week:

• Positive Sentiment: Analysts are generally constructive: brokerages’ consensus is an average “Moderate Buy,” supporting demand from institutional investors. Verizon Communications Inc. (NYSE:VZ) Receives Average Rating of “Moderate Buy” from Brokerages
• Positive Sentiment: Dividend narrative remains a tailwind for income investors; Verizon is featured among dividend stalwarts attracting retirees seeking yield and stability. That investor demand can buoy the stock. Retirees Are Winning Big in 2026: 3 Popular Dividend Stocks Are Soaring
• Positive Sentiment: Comparisons after the recent dividend hike highlight Verizon as a yield play vs. peers, reinforcing long-term income investor interest. Verizon vs Johnson & Johnson: Which Dividend Hike Winner Is the Better Buy?
• Positive Sentiment: Operational momentum in the Consumer segment (postpaid phone adds and subscriber trends) is cited as a near-term growth driver, supporting revenue stability. Verizon Rides on Strength in Consumer Segment: Will it Sustain?
• Neutral Sentiment: Valuation debate: coverage asks whether the recent share rebound now correctly prices Verizon’s long‑term value — useful for investors considering entry points but not a catalyst by itself. Is Verizon (VZ) Pricing Reflect Long Term Value After Recent Share Price Rebound
• Neutral Sentiment: Management will present at the Barclays Communications & Content Symposium on Feb. 24 — an upcoming event where guidance clarity or strategic color could move the stock. Verizon to speak at Barclays Communications and Content Symposium on February 24
• Negative Sentiment: Leadership change in the Consumer unit — the CEO exit and an interim appointment — raises execution risk during a transformation, which can pressure investor confidence. Did Verizon’s Consumer CEO Exit and Interim Shift Just Reframe Its Transformation Story (VZ)?
• Negative Sentiment: Concerns about Verizon’s $55 billion capital-return plan: analysts flag trade-offs between buybacks and dividend flexibility, adding uncertainty around how buybacks will be executed. That risk can cap upside. Uncertainty Clouds Verizon’s $55 Billion Capital Return Plan as Buybacks and Dividends Face Flexibility and Risk Trade-Offs
• Negative Sentiment: Relative performance risk: recent reports note Verizon underperformed peers on a given trading day, a reminder that sector rotations can weigh on the stock. Verizon Communications Inc. stock underperforms Wednesday when compared to competitors

Verizon Communications Price Performance

VZ stock opened at $48.62 on Friday. The company has a market capitalization of $205.07 billion, a P/E ratio of 12.01, a PEG ratio of 2.01 and a beta of 0.33. The company has a fifty day moving average price of $42.26 and a 200-day moving average price of $42.10. The company has a debt-to-equity ratio of 1.32, a quick ratio of 0.87 and a current ratio of 0.91. Verizon Communications Inc. has a 52-week low of $38.39 and a 52-week high of $50.24.

Verizon Communications (NYSE:VZ) last posted its quarterly earnings data on Friday, January 30th. The cell phone carrier reported $1.09 earnings per share for the quarter, beating analysts’ consensus estimates of $1.06 by $0.03. The business had revenue of $36.38 billion during the quarter, compared to the consensus estimate of $36.20 billion. Verizon Communications had a return on equity of 19.03% and a net margin of 12.43%.Verizon Communications’s quarterly revenue was up 2.0% on a year-over-year basis. During the same period in the prior year, the business posted $1.10 earnings per share. Verizon Communications has set its FY 2026 guidance at 4.900-4.950 EPS. As a group, equities analysts expect that Verizon Communications Inc. will post 4.69 EPS for the current year.

Verizon Communications Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Friday, April 10th will be given a dividend of $0.7075 per share. This represents a $2.83 dividend on an annualized basis and a dividend yield of 5.8%. This is a positive change from Verizon Communications’s previous quarterly dividend of $0.69. The ex-dividend date is Friday, April 10th. Verizon Communications’s dividend payout ratio is 68.15%.

Insider Activity

In related news, EVP Joseph J. Russo sold 9,579 shares of Verizon Communications stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $44.88, for a total value of $429,905.52. Following the transaction, the executive vice president directly owned 44,045 shares of the company’s stock, valued at $1,976,739.60. The trade was a 17.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.10% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on VZ shares. Scotiabank boosted their price target on Verizon Communications from $48.00 to $50.25 and gave the stock a “sector perform” rating in a report on Monday, February 2nd. Evercore lifted their target price on Verizon Communications from $48.00 to $50.00 and gave the company an “outperform” rating in a research report on Monday, February 2nd. Morgan Stanley boosted their target price on Verizon Communications from $47.00 to $49.00 and gave the stock an “equal weight” rating in a research note on Monday, February 2nd. Citigroup raised their price target on shares of Verizon Communications from $48.00 to $50.00 and gave the company a “buy” rating in a research note on Tuesday, February 3rd. Finally, William Blair upgraded shares of Verizon Communications to an “outperform” rating in a research report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat.com, Verizon Communications has an average rating of “Moderate Buy” and an average target price of $49.02.

About Verizon Communications

Verizon Communications Inc (NYSE: VZ) is a major U.S.-based telecommunications company that provides a broad range of communications and information services. Its operations span consumer and business markets, with core offerings that include wireless voice and data services, fixed-line broadband and fiber-optic services, and enterprise networking solutions. Verizon is headquartered in New York City and operates a nationwide wireless network that supports consumer subscribers as well as business and government customers.

The company’s consumer products include mobile phone plans, unlimited data services, and Fios, its branded fiber-optic internet, television and voice service for homes and small businesses.